Donald DarnellCRD Number: 4495313
Current Firm: Morgan Stanley
Donald Darnell (CRD# 4495313) is an Investment Advisor Representative working at Morgan Stanley in Bartlesville, OK and has over 15 years of experience in the finance industry.
Archambo Financial Advisors, Inc.
Dominion Portfolio Management, Inc.
Cetera Advisors LLC
|Morgan Stanley Private Bank, N.a.||New York, NY||Apr 2016 - Current||1|
|Morgan Stanley Smith Barney LLC||Bartlesville, OK||Apr 2016 - Current||1|
|Edward Jones||St Louis, MO||May 2014 - Apr 2016||1|
|Darnell Insurance Agency||Woodward, OK||Oct 2001 - May 2014||12|
|Massmutual Life Insurance Company||Oklahoma City, OK||Feb 2014 - Apr 2014||< 1|
|Mml Investors Services LLC||Oklahoma City, OK||Feb 2014 - Apr 2014||< 1|
|Nylife Securities LLC||Oklahoma City, OK||Jan 2013 - Dec 2013||< 1|
|New York Life Insurance Co||Oklahoma City, OK||Nov 2012 - Dec 2013||1|
|Woodmen Of The World Life Insurance Society||Woodward, OK||Mar 2011 - Dec 2012||1|
|Woodmen Financial Services, Inc.||Woodward, OK||Mar 2011 - Dec 2012||1|
|Western Equipment||Woodward, OK||Oct 2009 - Jan 2012||2|
|Metlife Securities Inc.||Tulsa, OK||Oct 2007 - Mar 2011||3|
|Conoco Phillips||Bartlesville, OK||Jan 2007 - Aug 2007||< 1|
|Farmers Financial Solutions, LLC||Bartlesville, OK||Mar 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Feb 2002|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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